BudgetPilot

This is an interactive preview — explore workspaces, budgets, imports, and AI insights with sample data. Nothing is saved. Create an account for your real financial data.

Create account

Interactive Preview

Try the product flow

Explore dashboards, accounts, budgets, Financial import, and Smart Insights — switch between workspaces, all in your browser with sample data in USD. The real app saves everything.

Interactive Preview
Demo

Financial import

In BudgetPilot you upload CSV, Excel, or PDF statements, map columns, pick a budget, and post only approved rows — all inside the workspace you're currently in.

Open Financial import in BudgetPilot

Sign in (or create a free account), then import with your real categories and limits — nothing posts until you confirm.

Open Financial import in the app